Collier Legal Search · 1 day ago
Investment Accountant
Greater Houston
Full-time
Onsite
Mid, Senior Level
7+ years expCollier Legal Search is seeking an Investment Accountant for a small Family Office located in Houston, TX. The role involves performing investment accounting functions, tracking capital activity, and providing ongoing reporting and tax support.
ConsultingStaffing Agency
Hiring Manager
Melinda O'Connell, CPA
Responsibilities
Investment Tracking and Reporting
Capital Call and Distribution Management
Performance and Return Analysis
Interest and Income Reconciliation
Tax and Reporting Support
Qualification
Required
7+ years of experience in investment accounting, fund administration, family office, or private client services
strong investment know-how
US tax experience (compilation/review only)
Preferred
Bachelor's degree in Accounting, Finance preferred
MS Office, Excel, portfolio accounting software experience is preferred
Company
Collier Legal Search
Collier Legal Search is a full-service staffing company specializing in the placement of attorneys and legal staff.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Monte Houston
Legal Recruiting Partner
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